429 Elizabeth Street
The Richard Veale Wealth Management Group pride themselves on the high calibre of their service. Our dedication to our clients is demonstrated by regular face-to-face portfolio and personal need reviews as well as frequent open discussions about our client's evolving needs and cashflow requirements in order to provide proactive, reflexive solutions whenever required.
Many years of experience in the investment industry have taught us that successful wealth management requires not only expertise, but trust in the client-advisor relationiship. We understand that an important part of applying a comprehensive, analytical approach begins with fully understanding each of our client's financial aspirations, previous financial experiences, risk profile and time horizon.
The team is proud of the strong relationships we are able to cultivate with our clients, and the level of service we provide. This starts at the interview process and continues decades into the relatioinship. We build these long-lasting relationships through mutual trust, and consistency in both service and performance in helping to achieve our client's goals.
The Richard Veale Wealth Management Group is committed to maintaining an open dialogue with our clients through regularly scheduled reviews and timely calls in response to changing markets and client needs. We are dedicated to making oursleves accessible for questions and comments, and responding quickly and efficiently.
The Richard Veale Wealth Management Group specializes in financial and estate planning, investment portfolio management and a number of agregated financial serivces to high net worth individuals, small business owners, Institutions, select Foundations, and Endowments.
Clients Can Choose Between:Meridian- A customized fee-based advisory program that provides a traditional investment relatioship without commissions Youare involved int he day-to-day investment recommendations within your portfolio.
Managed Portfolio Account Program (MPA)- This program establishes a direct relationship between you and Richard, as your accredited Portfolio Manager. Day-to-day investment decisions are made on a discretionary basis by Richard in accordance with a clearly documented Investment Policy Statement based on your needs and goals.
Our business had been built by referrals. Referrals are always welcomed. Minimum portfolio qualifications is $500,000 per account